Public record / Tickers / AVB

AVB — AVALONBAY CMNTYS INC

Both disclosure regimes on one name: who in Congress filed about AVB, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
14
all PTR rows naming AVB
Members · 12m
2
2 buys · 2 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $50.0K–$100K

Sale · traded 2023-07-12 → filed 2023-08-13. Ranked over every AVB row by the provable lower bound, never a point estimate.

2 members · 2 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

7 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AVB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AVB
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in AVB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing AVB in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · AVB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Gotham Asset Management $23.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · AVALONBAY CMNTYS INC

Merged timeline of congressional filings and notable-manager moves on AVB
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Tudor Investment Corp 13Fnew+96,322 sh
2026-05-15Bridgewater Associates 13Fnew+3,315 sh
2026-05-15Gotham Asset Management 13Ftrim−23,548 sh
2026-05-14Caxton Associates 13Fnew+9,090 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of AVB for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.9B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$2.0B1
3STATE STREET CORP$1.5B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.5B1
5PRINCIPAL FINANCIAL GROUP INC$726M1
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC$561M1
7NORTHERN TRUST CORP$435M1
8BANK OF AMERICA CORP /DE/$360M1
9DIMENSIONAL FUND ADVISORS LP$349M1
10Legal & General Group Plc$330M1
11Invesco Ltd.$313M1
12UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$284M1
13MORGAN STANLEY$272M1
14CITADEL ADVISORS LLC$238M1
15FMR LLC$193M1
16Nuveen, LLC$138M1
17DUFF & PHELPS INVESTMENT MANAGEMENT CO$132M1
18VANGUARD FIDUCIARY TRUST CO$130M1
19Holocene Advisors, LP$116M1
20HSBC HOLDINGS PLC$113M1
21Amundi$104M1
22WELLINGTON MANAGEMENT GROUP LLP$98.6M1
23UBS Group AG$97.8M1
24DEUTSCHE BANK AG\$96.7M1
25TEACHER RETIREMENT SYSTEM OF TEXAS$88.4M1
26AEW CAPITAL MANAGEMENT L P$85.8M1
27Blackstone Inc.$76.0M1
28NORDEA INVESTMENT MANAGEMENT AB$72.9M1
29Mitsubishi UFJ Asset Management Co., Ltd.$70.4M1
30MILLENNIUM MANAGEMENT LLC$68.5M1
31Swiss National Bank$67.9M1
32BALYASNY ASSET MANAGEMENT L.P.$61.9M1
33BNP Paribas Asset Management Holding S.A.$60.4M1
34APG Asset Management US Inc.$58.8M1
35CITIGROUP INC$58.0M1
36WELLS FARGO & COMPANY/MN$56.0M1
37Universal- Beteiligungs- und Servicegesellschaft mbH$53.9M1
38Vanguard Global Advisers, LLC$50.6M1
39FIRST TRUST ADVISORS LP$48.7M1
40Point72 Asset Management, L.P.$48.4M1
41CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$47.7M1
42ENVESTNET ASSET MANAGEMENT INC$47.0M1
43Asset Management One Co., Ltd.$44.7M1
44SEI INVESTMENTS CO$44.4M1
45NOMURA ASSET MANAGEMENT CO LTD$43.9M1
46NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$41.4M1
47VANGUARD ASSET MANAGEMENT, Ltd$40.6M1
48National Pension Service$39.5M1
49Freestone Grove Partners LP$36.2M1
50Allianz Asset Management GmbH$35.3M1
51Aberdeen Group plc$31.8M1
52TWO SIGMA INVESTMENTS, LP$31.0M1
53ALLIANCEBERNSTEIN L.P.$30.2M1
54FIL Ltd$27.0M1
55Vanguard Investments Australia, Ltd.$27.0M1
56ROYAL BANK OF CANADA$26.9M1
57CANADA PENSION PLAN INVESTMENT BOARD$25.8M1
58PACIFIC HEIGHTS ASSET MANAGEMENT LLC$24.5M1
59VOLORIDGE INVESTMENT MANAGEMENT, LLC$23.9M1
60BANK OF MONTREAL /CAN/$23.8M1
61Gotham Asset Management, LLC$23.5M1
62Investure, LLC$23.2M1
63PRUDENTIAL FINANCIAL INC$22.1M1
64MACQUARIE GROUP LTD$21.8M1
65VICTORY CAPITAL MANAGEMENT INC$21.6M1
66NATIONAL BANK OF CANADA /FI/$21.3M1
67RENAISSANCE TECHNOLOGIES LLC$20.9M1
68STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$20.1M1
69STOREBRAND ASSET MANAGEMENT AS$20.1M1
70Zurcher Kantonalbank (Zurich Cantonalbank)$20.1M1
71AVIVA PLC$20.1M1
72UniSuper Management Pty Ltd$19.9M1
73Sophron Capital Management L.P.$19.5M1
74Retirement Systems of Alabama$17.8M1
75RAYMOND JAMES FINANCIAL INC$17.7M1
76TD ASSET MANAGEMENT INC$17.3M1
77Schonfeld Strategic Advisors LLC$17.2M1
78FRANKLIN RESOURCES INC$16.4M1
79COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$16.0M1
80TUDOR INVESTMENT CORP ET AL$15.7M1
81AQR CAPITAL MANAGEMENT LLC$15.4M1
82MANUFACTURERS LIFE INSURANCE COMPANY, THE$15.1M1
831832 Asset Management L.P.$14.9M1
84ADAGE CAPITAL PARTNERS GP, L.L.C.$14.3M1
85ROYAL LONDON ASSET MANAGEMENT LTD$14.2M1
86APG Asset Management N.V.$13.9M1
87Resona Asset Management Co.,Ltd.$13.7M1
88STATE OF WISCONSIN INVESTMENT BOARD$13.5M1
89Daiwa Securities Group Inc.$13.3M1
90HEITMAN REAL ESTATE SECURITIES LLC$13.1M1
91State of New Jersey Common Pension Fund D$13.0M1
92Tidal Investments LLC$12.8M1
93Varma Mutual Pension Insurance Co$12.6M1
94MASSACHUSETTS FINANCIAL SERVICES CO /MA/$12.6M1
95Waterfall Asset Management, LLC$12.3M1
96&PARTNERS$12.3M1
97Robeco Institutional Asset Management B.V.$12.2M1
98CIBC Asset Management Inc$12.1M1
99Chevy Chase Trust Holdings, LLC$11.5M1
100Korea Investment CORP$11.5M1
101Vert Asset Management LLC$11.4M1
102CHILTON CAPITAL MANAGEMENT LLC$11.2M1
103B&I Capital AG$11.2M1
104Edgestream Partners, L.P.$10.7M1
105CIBC Bancorp USA Inc.$10.6M1
106Auto-Owners Insurance Co$10.6M1
107TORONTO DOMINION BANK$10.6M1
108Pictet Asset Management Holding SA$10.5M1
109AMERICAN CENTURY COMPANIES INC$10.5M1
110SUSQUEHANNA INTERNATIONAL GROUP, LLP$10.3M1
111Creative Planning$10.2M1
112Metis Global Partners, LLC$10.1M1
113Squarepoint Ops LLC$9.8M1
114Swedbank AB$9.7M1
115Empyrean Capital Partners, LP$9.5M1
116SEB Asset Management AB$9.4M1
117XTX Topco Ltd$9.4M1
118Ensign Peak Advisors, Inc$8.9M1
119NOMURA HOLDINGS INC$8.9M1
120IFM Investors Pty Ltd$8.7M1
121Taproot Management LP$8.7M1
122Narwhal Capital Management$8.5M1
123Sumitomo Mitsui DS Asset Management Company, Ltd$8.4M1
124CIBC WORLD MARKET INC.$8.4M1
125Susquehanna Portfolio Strategies, LLC$8.3M1
126Tredje AP-fonden$8.1M1
127Lansforsakringar Fondforvaltning AB (publ)$8.0M1
128STIFEL FINANCIAL CORP$7.9M1
129FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.7M1
130M&T BANK CORP$7.7M1
131Eurizon Capital SGR S.p.A.$7.7M1
132NEOS Investment Management LLC$7.6M1
133Cerity Partners LLC$7.5M1
134Corient Private Wealth LLC$7.5M1
135LPL Financial LLC$7.4M1
136Connor, Clark & Lunn Investment Management Ltd.$7.2M1
137CARRONADE CAPITAL MANAGEMENT, LP$6.7M1
138Janus Henderson Group Ltd.$6.7M1
139NISSAY ASSET MANAGEMENT CORP /JAPAN$6.7M1
140EXCHANGE TRADED CONCEPTS, LLC$6.6M1
141Cetera Investment Advisers$6.6M1
142PUBLIC SECTOR PENSION INVESTMENT BOARD$6.6M1
143STATE OF MICHIGAN RETIREMENT SYSTEM$6.4M1
144Czech National Bank$6.3M1
145CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$6.3M1
146Arizona State Retirement System$6.3M1
147USS Investment Management Ltd$6.1M1
148CREDIT AGRICOLE S A$6.1M1
149MACKENZIE FINANCIAL CORP$6.0M1
150Baird Financial Group, Inc.$5.9M1
151PFA Pension, Forsikringsaktieselskab$5.8M1
152ADVOCATE GROUP LLC$5.8M1
153COMMERCE BANK$5.7M1
154Quantinno Capital Management LP$5.6M1
155XPONANCE LLC$5.5M1
156MAI Capital Management$5.5M1
157Verition Fund Management LLC$5.4M1
158WESTPAC BANKING CORP$5.3M1
159Mirae Asset Global Investments Co., Ltd.$5.3M1
160ProShare Advisors LLC$5.2M1
161Groupe la Francaise$5.2M1
162GSI Capital Advisors LLC$5.2M1
163Hilton Capital Management, LLC$5.2M1
164WORLDQUANT MILLENNIUM ADVISORS LLC$5.1M1
165BANK OF NOVA SCOTIA$5.0M1
166Invenomic Capital Management LP$4.8M1
167ASR Vermogensbeheer N.V.$4.7M1
168VOYA INVESTMENT MANAGEMENT LLC$4.7M1
169Woodline Partners LP$4.5M1
170HighTower Advisors, LLC$4.0M1
171Cresset Asset Management, LLC$3.9M1
172MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.9M1
173Utah Retirement Systems$3.8M1
174CAPITOLIS LIQUID GLOBAL MARKETS LLC$3.8M1
175Federation des caisses Desjardins du Quebec$3.7M1
176NEW YORK LIFE INVESTMENT MANAGEMENT LLC$3.4M1
177Swiss Life Asset Management Ltd$3.4M1
178NATIXIS$3.4M1
179BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.2M1
180US BANCORP \DE\$3.2M1
181Rockefeller Capital Management L.P.$3.1M1
182Candriam S.C.A.$3.1M1
183ABN AMRO INVESTMENT SOLUTIONS$3.0M1
184PEAK6 LLC$3.0M1
185MERCER GLOBAL ADVISORS INC /ADV$3.0M1
186Vanderbilt University$3.0M1
187HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.0M1
188CI INVESTMENTS INC.$2.9M1
189Vontobel Holding Ltd.$2.8M1
190INTACT INVESTMENT MANAGEMENT INC.$2.8M1
191Morningstar Investment Management LLC$2.8M1
192AZZAD ASSET MANAGEMENT INC /ADV$2.7M1
193OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
194LANDMARK INVESTMENT PARTNERS, L.P.$2.6M1
195TRUIST FINANCIAL CORP$2.6M1
196Norinchukin Bank, The$2.6M1
197Malaga Cove Capital, LLC$2.5M1
198Presima Securities ULC$2.5M1
199MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.5M1
200S-Bank Fund Management Ltd$2.4M1
201ExodusPoint Capital Management, LP$2.4M1
202OP Asset Management Ltd$2.4M1
203Polymer Capital Management (US) LLC$2.4M1
204Vanguard Personalized Indexing Management, LLC$2.3M1
205WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M1
206SCS Capital Management LLC$2.3M1
207Rafferty Asset Management, LLC$2.3M1
208O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.3M1
209INCEPTIONR LLC$2.2M1
210LMR Partners LLP$2.2M1
211JANE STREET GROUP, LLC$2.2M1
212Engineers Gate Manager LP$2.1M1
213Beverly Hills Private Wealth, LLC$2.1M1
214COLDSTREAM CAPITAL MANAGEMENT INC$2.1M1
215Tower Research Capital LLC (TRC)$2.0M1
216ASSETMARK, INC$2.0M1
217Vident Advisory, LLC$2.0M1
218Texas Yale Capital Corp.$2.0M1
219Atria Investments, Inc$2.0M1
220BROWN ADVISORY INC$1.9M1
221D. E. Shaw & Co., Inc.$1.9M1
222BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.8M1
223Naviter Wealth, LLC$1.8M1
224Avanza Fonder AB$1.8M1
225KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$1.7M1
226Investment Management Corp of Ontario$1.7M1
227Perpetual Ltd$1.6M1
228Northwest & Ethical Investments L.P.$1.6M1
229BLAIR WILLIAM & CO/IL$1.6M1
230Pathstone Holdings, LLC$1.5M1
231Vestmark Advisory Solutions, Inc.$1.5M1
232Riverview Capital Advisers, LLC$1.5M1
233Moors & Cabot, Inc.$1.5M1
234Richard Bernstein Advisors LLC$1.5M1
235CAXTON ASSOCIATES LLP$1.5M1
236Summit Trail Advisors, LLC$1.5M1
237Taylor Frigon Capital Management LLC$1.4M1
238Fideuram Asset Management (Ireland) dac$1.4M1
239Mariner, LLC$1.4M1
240NewEdge Wealth, LLC$1.4M1
241MIZUHO SECURITIES USA LLC$1.4M1
242Savvy Advisors, Inc.$1.4M1
243Aster Capital Management (DIFC) Ltd$1.4M1
244Mechanics Bank Trust Department$1.4M1
245Dynamic Technology Lab Private Ltd$1.3M1
246DRW Securities, LLC$1.2M1
247Steward Partners Investment Advisory, LLC$1.2M1
248Wealthfront Advisers LLC$1.2M1
249FIFTH THIRD BANCORP$1.2M1
250DoubleLine ETF Adviser LP$1.2M1
251ONTARIO TEACHERS PENSION PLAN BOARD$1.2M1
252GeoWealth Management, LLC$1.2M1
253Maryland State Retirement & Pension System$1.1M1
254Allworth Financial LP$1.1M1
255RB Capital Management, LLC$1.1M1
256OMERS ADMINISTRATION Corp$1.1M1
257ARBOR CAPITAL MANAGEMENT INC /ADV$1.1M1
258Farringdon Capital, Ltd.$1.1M1
259BARINGS LLC$1.1M1
260OSSIAM$1.1M1
261FORA Capital, LLC$1.0M1
262NewEdge Advisors, LLC$1.0M1
263Allspring Global Investments Holdings, LLC$974K1
264MUFG Securities EMEA plc$947K1
265Moran Wealth Management, LLC$947K1
266COMMONWEALTH EQUITY SERVICES, LLC$946K1
267Procyon Advisors, LLC$935K1
268JONES ROAD CAPITAL MANAGEMENT, L.P.$931K1
269OPPENHEIMER ASSET MANAGEMENT INC.$923K1
270UNITED CAPITAL FINANCIAL ADVISORS, LLC$908K1
271Y-Intercept (Hong Kong) Ltd$905K1
272TMB Capital Partners, LLC$892K1
273Hazelview Securities Inc.$877K1
274SummitTX Capital, L.P.$851K1
275Empowered Funds, LLC$839K1
276LECAP ASSET MANAGEMENT LTD$838K1
277DigitalBridge Group, Inc.$817K1
278Crossmark Global Holdings, Inc.$813K1
279TOKIO MARINE ASSET MANAGEMENT CO LTD$803K1
280Havemeyer Place LP$802K1
281Eurizon SLJ Capital Ltd$792K1
282CWM, LLC$790K1
283GUIDANCE CAPITAL, INC$787K1
284SCHRODER INVESTMENT MANAGEMENT GROUP$770K1
285IMC-Chicago, LLC$759K1
286NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$740K1
287Palogic Value Management, L.P.$733K1
288Avalon Trust Co$730K1
289ARMSTRONG ADVISORY GROUP, INC$724K1
290EP Wealth Advisors, LLC$723K1
291NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$705K1
292OSAIC HOLDINGS, INC.$698K1
293Snowden Capital Advisors LLC$685K1
294North Dakota State Investment Board$672K1
295Westerkirk Capital Inc.$670K1
296Man Group plc$666K1
297Callan Family Office, LLC$666K1
298FIGURE 8 INVESTMENT STRATEGIES LLC$652K1
29944 WEALTH MANAGEMENT LLC$646K1
300BOOTHBAY FUND MANAGEMENT, LLC$636K1
301Frec Markets, Inc.$630K1
302SECURIAN ASSET MANAGEMENT, INC$626K1
303GROUPAMA ASSET MANAGMENT$623K1
304GTS SECURITIES LLC$615K1
305J. Safra Sarasin Holding AG$611K1
306Dai-ichi Life Insurance Company, Ltd$608K1
307ELEVATION POINT WEALTH PARTNERS, LLC$606K1
308Assenagon Asset Management S.A.$604K1
309WEALTH ALLIANCE, LLC$602K1
310Ashton Thomas Private Wealth, LLC$575K1
311QRG CAPITAL MANAGEMENT, INC.$564K1
312Orion Porfolio Solutions, LLC$546K1
313Bridgewater Associates, LP$542K1
314PANAGORA ASSET MANAGEMENT INC$540K1
315Fairtree Asset Management (Pty) Ltd$536K1
316WOLVERINE ASSET MANAGEMENT LLC$535K1
317PACIFIC SUN FINANCIAL CORP$534K1
318EXCALIBUR MANAGEMENT CORP$534K1
319MML INVESTORS SERVICES, LLC$531K1
320Pallas Capital Advisors LLC$525K1
321TECTONIC ADVISORS LLC$515K1
322Merit Financial Group, LLC$506K1
323Jain Global LLC$504K1
324Roundview Capital LLC$483K1
325BENJAMIN EDWARDS INC$483K1
326HB Wealth Management, LLC$469K1
327Kintegral Advisory, LLC$460K1
328Smartleaf Asset Management LLC$455K1
329Sequoia Financial Advisors, LLC$444K1
330Kestra Advisory Services, LLC$437K1
331QUADRANT CAPITAL GROUP LLC$436K1
332Intrua Financial, LLC$429K1
333INTECH INVESTMENT MANAGEMENT LLC$424K1
334Sivia Capital Partners, LLC$424K1
335Advisory Alpha, LLC$417K1
336EPG Wealth Management LLC$409K1
337Bank OZK$405K1
338GUGGENHEIM CAPITAL LLC$397K1
339Brooklyn Investment Group$396K1
340Probity Advisors, Inc.$388K1
341EVENTIDE ASSET MANAGEMENT, LLC$379K1
342Mystic Asset Management, Inc.$377K1
343Optas, LLC$377K1
344Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$376K1
345PRUDENTIAL PLC$372K1
346FIRST MANHATTAN CO. LLC.$369K1
347UMB Bank, n.a.$367K1
348Lido Advisors, LLC$362K1
349FLPUTNAM INVESTMENT MANAGEMENT CO$361K1
350AlphaCore Capital LLC$360K1
351Focus Partners Wealth$358K1
352KEYBANK NATIONAL ASSOCIATION/OH$353K1
353SNOWWATER INVESTMENT PARTNERS, LLC$347K1
354OFI INVEST ASSET MANAGEMENT$346K1
355Visionary Wealth Advisors$339K1
356Pasadena Private Wealth, LLC$332K1
357WEST PACES ADVISORS INC.$330K1
358Texas Capital Bank Wealth Management Services Inc$330K1
359WINEBRENNER CAPITAL MANAGEMENT LLC$327K1
360PUREfi Wealth, LLC$326K1
361Siemens Fonds Invest GmbH$324K1
362ELEVATION WEALTH PARTNERS, LLC$320K1
363Lewis Asset Management, LLC$319K1
364FEDERATED HERMES, INC.$318K1
365TEMA ETFS LLC$314K1
366EVERGREEN CAPITAL MANAGEMENT LLC$313K1
367Sompo Asset Management Co., Ltd.$310K1
368Phoenix Financial Ltd.$308K1
369Avantra Family Wealth, Inc.$308K1
370Marble Harbor Investment Counsel, LLC$308K1
371PROFUND ADVISORS LLC$306K1
372Prestige Wealth Management Group LLC$294K1
373CHAPMAN FINANCIAL GROUP, LLC$293K1
374Abel Hall, LLC$293K1
375Safe Harbor Family Capital, LLC$283K1
376OpenArc Corporate Advisory, LLC$283K1
377KESTRA PRIVATE WEALTH SERVICES, LLC$279K1
378SIGNATUREFD, LLC$278K1
379Interchange Capital Partners, LLC$270K1
380D.A. DAVIDSON & CO.$267K1
381Meiji Yasuda Asset Management Co Ltd.$262K1
382FIDUCIARY TRUST CO$260K1
383Mach-1 Financial Group, LLC$257K1
384TWO SIGMA SECURITIES, LLC$256K1
385Compound Planning, Inc.$253K1
386Caldwell Trust Co$248K1
387Larson Financial Group LLC$246K1
388BAILARD, INC.$245K1
389CHOREO, LLC$243K1
390American Investment Services, Inc.$242K1
391Prospera Financial Services Inc$238K1
392Colter Lewis Investment Partners LLC$237K1
393EVOLVE PRIVATE WEALTH, LLC$237K1
394Checchi Capital Advisers, LLC$234K1
395PRELUDE CAPITAL MANAGEMENT, LLC$229K1
396PATRICK M SWEENEY & ASSOCIATES, INC$227K1
397Financial Advisors Network, Inc.$223K1
398Lafayette Investments, Inc.$221K1
399Apollon Wealth Management, LLC$219K1
400PATTON FUND MANAGEMENT, INC.$218K1
401PCM Encore, LLC$216K1
402Belleair Asset Management, LLC$215K1
403Ameritas Investment Partners, Inc.$212K1
404Brevan Howard Capital Management LP$212K1
405Ballentine Partners, LLC$205K1
406First Affirmative Financial Network$203K1
407Envestnet Portfolio Solutions, Inc.$203K1
408FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$200K1
409FUKOKU MUTUAL LIFE INSURANCE CO$200K1
410Cetera Trust Company, N.A$198K1
411TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$153K1
412Geneos Wealth Management Inc.$148K1
413SIMPLEX TRADING, LLC$141K1
414TD Waterhouse Canada Inc.$118K1
415Arax Advisory Partners$115K1
416Blue Trust, Inc.$102K1
417Spire Wealth Management$91.8K1
418Atlantic Union Bankshares Corp$80.4K1
419Cromwell Holdings LLC$74.8K1
420TOMPKINS FINANCIAL CORP$73.5K1
421Global X Japan Co., Ltd.$63.5K1
422Hilltop National Bank$62.6K1
423Banque Cantonale Vaudoise$62.0K1
424Silvant Capital Management LLC$61.3K1
425CANADA LIFE ASSURANCE Co$59.2K1
426Bank Julius Baer & Co. Ltd, Zurich$55.5K1
427Leonteq Securities AG$55.0K1
428PROSPERITY BANCSHARES INC$54.4K1
429Muzinich & Co., Inc.$53.3K1
430Deseret Mutual Benefit Administrators$52.8K1
431Generali Asset Management SPA SGR$48.7K1
432Glen Eagle Advisors, LLC$43.2K1
433Tradewinds Capital Management, LLC$40.8K1
434THRIVENT FINANCIAL FOR LUTHERANS$39.2K1
435Pinnacle Wealth Planning Services, Inc.$34.5K1
436Parkside Financial Bank & Trust$33.2K1
437Gold Investment Management Ltd.$25.6K1
438Blume Capital Management, Inc.$24.5K1
439Legacy Bridge, LLC$24.5K1
440Bayforest Capital Ltd$23.2K1
441Owl Creek Wealth Partners LLC$22.1K1
442SHP Wealth Management$21.9K1
443CVA Family Office, LLC$20.4K1
444MATHER GROUP, LLC.$19.2K1
445NATIXIS ADVISORS, LLC$17.2K1
446VISION FINANCIAL MARKETS LLC$16.3K1
447DekaBank Deutsche Girozentrale$16.1K1
448State of Alaska, Department of Revenue$13.9K1
449HM PAYSON & CO$13.9K1
450MV CAPITAL MANAGEMENT, INC.$11.9K1
451HHM Wealth Advisors, LLC$10.0K1
452Treasurer of the State of North Carolina$9.9K1
453Kemnay Advisory Services Inc.$9.1K1
454Physician Wealth Advisors, Inc.$9.0K1
455MONTAG A & ASSOCIATES INC$8.8K1
456Salomon & Ludwin, LLC$7.8K1
457WOLFF WIESE MAGANA LLC$7.5K1
458Activest Wealth Management$7.0K1
459EFG International AG$7.0K1
460KBC Group NV$6.5K1
461Clearstead Advisors, LLC$5.7K1
462Manchester Capital Management LLC$5.4K1
463Grove Bank & Trust$5.4K1
464Vestcor Inc$5.0K1
465Clayton Financial Group LLC$4.2K1
466Bell Investment Advisors, Inc$4.1K1
467Fairman Group, LLC$4.0K1
468SUMMIT SECURITIES GROUP LLC$3.8K1
469JPL Wealth Management, LLC$3.3K1
470Dogwood Wealth Management LLC$3.1K1
471Ilmarinen Mutual Pension Insurance Co$3.0K1
472Abound Wealth Management$2.8K1
473Private Wealth Management Group, LLC$2.8K1
474Wall Street Financial Group, Inc.$2.8K1
475Annis Gardner Whiting Capital Advisors, LLC$2.6K1
476Addison Advisors LLC$2.6K1
477PFS Partners, LLC$2.5K1
478JONES FINANCIAL COMPANIES LLLP$2.5K1
479Community Financial Services Group, LLC$2.3K1
480Sachetta, LLC$2.3K1
481Sunrise Financial Services, LLC$2.3K1
482SJS Investment Consulting Inc.$2.0K1
483WPG Advisers, LLC$2.0K1
484MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd$1.9K1
485POM Investment Strategies, LLC$1.8K1
486Rialto Wealth Management, LLC$1.8K1
487Transamerica Financial Advisors, LLC$1.7K1
488Three Bearings Fiduciary Advisors, Inc.$1.7K1
489ALBION FINANCIAL GROUP /UT$1.6K1
490Cassaday & Co Wealth Management LLC$1.6K1
491GSA CAPITAL PARTNERS LLP$1.6K1
492Kentucky Retirement Systems$1.2K1
493CENTRAL TRUST Co$1.1K1
494Signature Equity Partners, LLC$1.0K1
495Johnson Financial Group, Inc.$9911
496Valued Wealth Advisors LLC$8261
497Destiny Wealth Partners, LLC$8171
498True Wealth Design, LLC$8171
499Virtu Financial LLC$6901
500SouthState Bank Corp$6541
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AVB

RETAINED WINDOW · ACTIVE HITS
Signal hits naming AVB
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for AVB · financials and macro

Financials — as filed PLANNED

AVB's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AVB on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing